You will get a custom personal financial model to help you reach your goals!

James W.Status: Offline
James W. James W.
5.0

Let a pro handle the details

Buy Other Financial Consulting services from James, priced and ready to go.

You will get a custom personal financial model to help you reach your goals!

James W.Status: Offline
James W. James W.
5.0

Let a pro handle the details

Buy Other Financial Consulting services from James, priced and ready to go.

Project details

You will receive a professionally built financial model that is tailored to your specific financial picture and goals. This model will allow you to see how decisions made now can impact your financial future. It will be a tool for you to be able to use to make the best decisions now for both quality of life and stability in the future.
Industry
Financial Services, Lifestyle, Wellness
What's included
Service Tiers Starter
$200
Standard
$300
Advanced
$500
Delivery Time 7 days 7 days 14 days
5.0
10 reviews
100% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Cooperation
5.0
Quality
5.0
Communication
5.0

EK

Erik K.
5.00
Apr 3, 2025
Quickbooks P&L to an Excel Build Out

NK

Nate K.
5.00
Jan 13, 2025
Consumer SaaS Business Modeling Expertise

SR

Saran R.
5.00
Jan 4, 2025
Membership Revenue build out in Excel

JR

Jonathan R.
5.00
Aug 17, 2023
Rebuild google spreadsheet James was quick and went over and beyond!

TH

Tyler H.
5.00
Apr 18, 2023
Credit Card Processing Affiliate Financial Model Builder
James W.Status: Offline

About James

James W.Status: Offline
Financial Planning | Microsoft Excel, Financial Planning
100% Job Success
5.0  (10 reviews)
Jacksonville, United States - 8:57 pm local time
I am an experienced SaaS financial modeler and problem solver. Let me perform adhoc analyses for you or even build out a full-blown operating model that details your business and can be used for forecasting and raising funds.

Steps for completing your project

After purchasing the project, send requirements so James can start the project.

Delivery time starts when James receives requirements from you.

James works on your project following the steps below.

Revisions may occur after the delivery date.

Discovery

I work with you to acquire the details of your financial picture.

Modeling

I take into account all of the factors surrounding your finances and craft a model tailored to your specific situation.

Review the work, release payment, and leave feedback to James.